#8391
Mentioned in 6 episodes

Capital Wars

Book • 2014

Mentioned by

Mentioned in 6 episodes

Mentioned by Michael Howell as a book where he details his views on global liquidity and its impact on the world economy.
70 snips
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
Mentioned by Michael Howell as a book he wrote four or five years ago, largely about the relationship between the US and China.
57 snips
Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks
Mentioned by Garrett Baldwin when discussing liquidity and the shadow banking system.
America Doesn't Own America Anymore
Mencionado por Luis Miguel Ortiz como fuente de información clave para el episodio.
El Gran ELEFANTE en la HABITACIÓN: La BANCA en la SOMBRA | Daniel Baeza #76
Mentioned by Nik Bhatia as foundational reading for understanding global liquidity.
Global Liquidity Update with Michael Howell: The Case for a U.S. Gold Revaluation Is Building
Mentioned by Michael Howell as a resource detailing his methodology on liquidity and providing relevant data.
Financial Liquidity Expert: “We are not risk off yet, but there are major headwinds for 2025”
Recommended for people who are interested in liquidity as a concept and want to understand liquidity indices.
Bond Market Is Blowing Up, But No One’s Telling You Why! | Nik Bhatia
Mentioned by David Skilling as the title of a recent publication about structural changes to cross-border capital inflows.
Kopi Time E155 - Capital Wars with Dr. David Skilling

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